Koesten Hirschmann & Crabtree’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72M	Buy	73,799 +15,350	+26%	+$528K	1.13%	13
2026 Q1	$1.81M	Hold	58,449	–	–	0.88%	14
2025 Q4	$1.76M	Hold	58,449	–	–	0.86%	14
2025 Q3	$1.73M	Hold	58,449	–	–	0.83%	13
2025 Q2	$1.64M	Hold	58,449	–	–	0.85%	13
2025 Q1	$1.53M	Hold	58,449	–	–	0.88%	13
2024 Q4	$1.62M	Hold	58,449	–	–	0.93%	13
2024 Q3	$1.62M	Sell	58,449 -495	-0.8%	-$13.2K	0.94%	13
2024 Q2	$1.6M	Hold	58,944	–	–	1.03%	13
2024 Q1	$1.6M	Hold	58,944	–	–	1.03%	13
2023 Q4	$1.48M	Hold	58,944	–	–	1.03%	13
2023 Q3	$1.33M	Hold	58,944	–	–	1.04%	13
2023 Q2	$1.4M	Sell	58,944 -651	-1%	-$14.7K	1.06%	13
2023 Q1	$1.35M	Hold	59,595	–	–	1.04%	13
2022 Q4	$1.3M	Buy	+59,595	New	+$1.31M	1.07%	13

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SCHM Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its Schwab US Mid-Cap ETF (SCHM) stake by 26% in Q2 2026, buying an estimated $528K and bringing the position to 73,799 shares worth $2.72M. The position accounts for 1.13% of the portfolio, ranked #13.

Koesten Hirschmann & Crabtree first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Koesten Hirschmann & Crabtree held 73,799 shares of Schwab US Mid-Cap ETF worth $2.72M as of Q2 2026.
Koesten Hirschmann & Crabtree bought 15,350 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $528K.
Schwab US Mid-Cap ETF made up 1.13% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #13 holding.
Koesten Hirschmann & Crabtree first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.